Patrick Gerard Duffy
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336814
- Location
- Orange NSW 2800
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 17 March 2026
- First provided advice
- 2009
- Qualifications
- Bachelor of Business (Finance), University of Technology Sydney (UTS) (2005); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2008); Self Managed Superannuation Funds Program, Kaplan Professional (2012); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2014); Margin Lending, Kaplan Professional (2014); Master of Commerce (Financial Planning), University of Western Sydney (UWS) (2015); Accredited Aged Care Professional Program, Aged Care Steps (2022); Accredited Listed Product Adviser Program, Kaplan Professional (2022); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excluding LRBA
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Gerard Duffy
Patrick Gerard Duffy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Orange, New South Wales (adviser number 000336814).
Patrick provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. The current authorisation started on 17 March 2026.
The register records 2009 as the year Patrick first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance) (University of Technology Sydney (UTS), 2005), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2008) and Self Managed Superannuation Funds Program (Kaplan Professional, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excluding LRBA.”
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Questions people ask
Is Patrick Gerard Duffy a registered financial adviser?
Yes. Patrick Gerard Duffy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336814.
Which licensee does Patrick Gerard Duffy work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Patrick Gerard Duffy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excluding LRBA."